Moneta Group Investment Advisors’s ARK Genomic Revolution ETF ARKG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,186
| Closed | -$240K | – | 673 |
|
|
2024
Q4 | $240K | Sell |
10,186
-741
| -7% | -$17.4K | ﹤0.01% | 589 |
|
|
2024
Q3 | $280K | Sell |
10,927
-651
| -6% | -$16.7K | ﹤0.01% | 536 |
|
|
2024
Q2 | $272K | Hold |
11,578
| – | – | ﹤0.01% | 517 |
|
|
2024
Q1 | $333K | Sell |
11,578
-804
| -6% | -$23.1K | 0.01% | 455 |
|
|
2023
Q4 | $406K | Buy |
12,382
+4,577
| +59% | +$150K | 0.01% | 372 |
|
|
2023
Q3 | $217K | Sell |
7,805
-22
| -0.3% | -$613 | ﹤0.01% | 478 |
|
|
2023
Q2 | $267K | Buy |
+7,827
| New | +$267K | 0.01% | 446 |
|
|
2021
Q4 | – | Sell |
-3,975
| Closed | -$297K | – | 476 |
|
|
2021
Q3 | $297K | Buy |
3,975
+353
| +10% | +$26.4K | 0.01% | 366 |
|
|
2021
Q2 | $335K | Buy |
3,622
+399
| +12% | +$36.9K | 0.02% | 340 |
|
|
2021
Q1 | $286K | Buy |
+3,223
| New | +$286K | 0.02% | 341 |
|